Lenox Wealth Advisors’s Western Asset Emerging Markets EMD Stock Holding History

Lenox Wealth Advisors’s Portfolio EMD Stock Details EMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,670	Closed	-$31K	–	207
2016 Q3	$31K	Buy	2,670 +1,600	+150%	+$18.4K	0.01%	111
2016 Q2	$12K	Buy	+1,070	New	+$11.2K	﹤0.01%	163

Other funds holding EMD

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Lenox Wealth Advisors's EMD Position: Q4 2016 in Review

Lenox Wealth Advisors sold out of Western Asset Emerging Markets (EMD) in Q4 2016, closing a stake of 2,670 shares — an estimated $31K sold.

Lenox Wealth Advisors first reported a position in EMD in Q2 2016 and held it in 2 quarters. The position peaked at $31K in Q3 2016. 3 funds tracked by Wall St. Rank hold EMD as of Q4 2016.

Lenox Wealth Advisors reported no remaining Western Asset Emerging Markets position as of Q4 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 2,670 Western Asset Emerging Markets shares in Q4 2016, an estimated $31K.
Lenox Wealth Advisors first reported a position in Western Asset Emerging Markets in Q2 2016 and held it in 2 quarters.
Lenox Wealth Advisors's Western Asset Emerging Markets position peaked at $31K in Q3 2016.
3 funds tracked by Wall St. Rank held Western Asset Emerging Markets as of Q4 2016.

Based on Lenox Wealth Advisors's 13F filing for Q4 2016, filed 9 Jan 2017.